Smarter Patient Recall Software for Multimorbidity Questionnaires

Managing patient recalls across multiple long-term conditions is one of the most time-consuming challenges facing GP practices, clinical pharmacists, and PCN teams today.

With Planner, your patient recall process is streamlined into a single, intelligent workflow — no duplicate searches, no overlapping recalls, and no unnecessary admin.

The Problem With Traditional Patient Recall Systems

When patients have multiple conditions, coordinating recalls means sending separate messages for separate needs. It's fragmented, repetitive, and puts unnecessary pressure on both staff and patients.

Wendy Roberts, Data Quality Lead at Ashville Surgery, put it simply:

"If they were having an annual review, they'd get one for asthma and one for diabetes – they'd get two separate messages because they were on different recall lists. Now I can just go on for each area each month and just click on them all and recall, so it is a lot easier."

This is exactly the problem Planner was built to solve.

One Click. Every Question. Every Condition.

Patients often need to answer questions across several conditions at once. Without the right patient recall software, that means repeated outreach for:

• BP readings
• ACT scores
• Smoking status
• BMI
• And more

With Planner, you don't need to think about it. Just click "recall" on any patient and they'll automatically be sent an intelligent link that asks them all the questions they need to answer — for every condition, in one go.

A Smarter Inbox for Multimorbidity Reviews

All patient submissions arrive in the same inbox, automatically prioritised by how out of range each result is. You can review all of a patient's submissions at once and code them into your EHR in a single click.

This gives your practice a full clinical picture before recalling patients for a multimorbidity review — so every appointment slot is used effectively.

• No spam for the patient
• No overlapping searches for your team
• No duplicated work across your practice

See How Practices Are Using Planner

Want to hear more from clinicians using Planner to transform their patient recall workflows?

Read the full testimonial from Wendy Ashville and other practice teams →